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State Street SPDR Dow Jones Industrial Average ETF Trust

1,380 hedge funds and large institutions have $19B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 436 increasing their positions, 381 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 51

33% more funds holding in top 10

Funds holding in top 10: 5168 (+17)

27% more capital invested

Capital invested by funds: $14.9B → $19B (+$4.1B)

14% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 381

8% more funds holding

Funds holding: 1,2821,380 (+98)

5.28% more ownership

Funds ownership: 37.73%43% (+5.3%)

46% less call options, than puts

Call options by funds: $6.13B | Put options by funds: $11.4B

Holders
1,380
Holders Change
+98
Holders Change %
+7.64%
% of All Funds
16.79%
Holding in Top 10
68
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+33.33%
% of All Funds
0.83%
New
173
Increased
436
Reduced
381
Closed
51
Calls
$6.13B
Puts
$11.4B
Net Calls
-$5.3B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
876
Bernardo Wealth Planning
Pennsylvania
$424K +$213K +450 +104%
SPAS
877
Spectrum Planning & Advisory Services
California
$423K +$37.4K +79 +10%
MM
878
Meridian Management
Arkansas
$421K
GBWM
879
Granite Bay Wealth Management
New Hampshire
$421K
KFA
880
Kapstone Financial Advisors
Ohio
$418K
PP
881
Patten & Patten
Tennessee
$416K
CPC
882
Consolidated Planning Corp
Georgia
$414K +$20.3K +43 +5%
DCM
883
Davidson Capital Management
Texas
$414K
EAM
884
Empirical Asset Management
Massachusetts
$414K -$18.4K -39 -4%
HSWM
885
Hubbell Strickland Wealth Management
Louisiana
$413K +$6.15K +13 +2%
PMSA
886
Patrick M. Sweeney & Associates
Illinois
$412K -$9.46K -20 -2%
GFL
887
Granite FO LLC
New Hampshire
$411K
PIM
888
Penobscot Investment Management
Massachusetts
$408K -$123K -260 -23%
BWM
889
BlackDiamond Wealth Management
New York
$408K -$36.9K -78 -9%
MAG
890
M3 Advisory Group
Massachusetts
$408K -$8.99K -19 -2%
FFP
891
Freedom Financial Partners
Minnesota
$407K +$473 +1 +0.1%
PSF
892
Pacific Sun Financial
California
$406K -$473 -1 -0.1%
AssetMark Inc
893
AssetMark Inc
California
$406K +$13.7K +29 +4%
SW
894
SVB Wealth
Massachusetts
$404K
LFP
895
Leeward Financial Partners
Washington
$401K -$33.6K -71 -8%
KWM
896
KFG Wealth Management
Indiana
$401K
UBS AM
897
UBS AM
Illinois
$401K +$395K +834 New
HWP
898
Highline Wealth Partners
California
$401K -$2.84K -6 -0.7%
FFG
899
Floyd Financial Group
Missouri
$400K
EFG
900
Everhart Financial Group
Ohio
$396K -$35.5K -75 -8%